PRW Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.16M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $4.63M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $5.48M | Sell |
|
|||||
|
2022
Q2 | $5.8M | Sell |
|
|||||
|
2022
Q1 | $8.22M | Sell |
|
|||||
|
2021
Q4 | $9.71M | Sell |
|
|||||
|
2021
Q3 | $9.46M | Buy |
|
|||||
|
2021
Q2 | $513K | Sell |
|
|||||
|
2021
Q1 | $8.96M | Sell |
|
|||||
|
2020
Q4 | $8.56M | Sell |
|
|||||
|
2020
Q3 | $8.36M | Sell |
|
|||||
|
2020
Q2 | $8.29M | Sell |
|
|||||
|
2020
Q1 | $10.9M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $40K | Hold |
|
|||||
|
2018
Q4 | $36K | Buy |
|